Streamline your HVAC & Mechanical business operations

Kickserv® lets you store and manage the details of every job for easy access. Use our planner tool to see which employee is at what job and our calendar to see who is working on certain days, so you can schedule jobs more efficiently. Your techs can create estimates and invoices and request payments, all from their mobile phone. You can also set up reminders to be sent out automatically to customers.

The right tools for...

Customer management

Your clients can log into the Customer Center where they can request service online, reschedule an appointment, pay an invoice, and leave notes for the technician.

Job tagging

Customize tags to help you organize, categorize and segment your data. You can easily identify upcoming jobs by the date or filter your jobs by the type of service offered.

Placing a job on hold

You can place a job on hold status while waiting for parts to get ordered and shipped. We even have a payment tool that allows you to accept a deposit on your mobile device before you order the parts.

With Kickserv, you can:

Track

your client accounts and make detailed notes

Record

client interactions, payments and attach documentation to each task

Manage

your workflow and schedule employees

Sync

your payments and costs to QuickBooks™

Analyze

your marketing and website analytics

Make

more dynamic estimates on the go

Invoice

clients and send reminders

24/7

support and resources

Kickserv is 100% customizable to meet your needs and can be accessed securely from any mobile device. When you need rock-solid record keeping and effective task management for your HVAC & Mechanical business, Kickserv is your best choice.

HVAC & Mechanical